Civic Intelligence

Samuel I Adler Family

EIN 65-0688643 • 501(c)3 • Miami, FL

Profile

To support the greater miami jewish federation and other irc code section 501(c)(3) organizations. Philanthropy,voluntarism and grantmaking programs.

4200 Biscayne BlvdMiami, FL 33137

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.07x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

4th percentile

-600%

Higher net margin than 4% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$2,393,839

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 59846.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

36th percentile

-15%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

129%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$105,818

Down $18,433 (-15%) from 2023

Liabilities

Up

$272

Up $62 (+30%) from 2023

Net Assets

Down

$105,546

Down $18,495 (-15%) from 2023

Revenue

Up

$4,000

Up $2,254 (+129%) from 2023

Expenses

Up

$27,987

Up $25,371 (+970%) from 2023

Net Income

Down

-$23,987

Down $23,117 (-2657%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $606,335Liabilities 2011: $0Net Assets 2011: $606,3352011Assets 2012: $524,602Liabilities 2012: $0Net Assets 2012: $524,6022012Assets 2013: $277,869Liabilities 2013: $0Net Assets 2013: $277,8692013Assets 2014: $224,728Liabilities 2014: $0Net Assets 2014: $224,7282014Assets 2015: $141,218Liabilities 2015: $0Net Assets 2015: $141,2182015Assets 2016: $64,308Liabilities 2016: $0Net Assets 2016: $64,3082016Assets 2017: $101,601Liabilities 2017: $0Net Assets 2017: $101,6012017Assets 2018: $130,427Liabilities 2018: $70Net Assets 2018: $130,3572018Assets 2019: $143,181Liabilities 2019: $0Net Assets 2019: $143,1812019Assets 2020: $126,638Liabilities 2020: $0Net Assets 2020: $126,6382020Assets 2021: $131,133Liabilities 2021: $70Net Assets 2021: $131,0632021Assets 2022: $118,379Liabilities 2022: $140Net Assets 2022: $118,2392022Assets 2023: $124,251Liabilities 2023: $210Net Assets 2023: $124,0412023Assets 2024: $105,818Liabilities 2024: $272Net Assets 2024: $105,5462024

Highlighted filing

2024

Assets$105,818
Liabilities$272
Net Assets$105,546

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $149,366Expenses 2011: $292,061Net Income 2011: -$142,6952011Revenue 2012: $85,084Expenses 2012: $150,183Net Income 2012: -$65,0992012Revenue 2013: $76,263Expenses 2013: $330,979Net Income 2013: -$254,7162013Revenue 2014: $62,550Expenses 2014: $122,702Net Income 2014: -$60,1522014Revenue 2015: $122,665Expenses 2015: $200,683Net Income 2015: -$78,0182015Revenue 2016: $5,910Expenses 2016: $78,123Net Income 2016: -$72,2132016Revenue 2017: $116,000Expenses 2017: $78,707Net Income 2017: $37,2932017Revenue 2018: $65,398Expenses 2018: $36,695Net Income 2018: $28,7032018Revenue 2019: $51,384Expenses 2019: $39,829Net Income 2019: $11,5552019Revenue 2020: $132,873Expenses 2020: $147,626Net Income 2020: -$14,7532020Revenue 2021: $17,433Expenses 2021: $27,352Net Income 2021: -$9,9192021Revenue 2022: $22,780Expenses 2022: $27,413Net Income 2022: -$4,6332022Revenue 2023: $1,746Expenses 2023: $2,616Net Income 2023: -$8702023Revenue 2024: $4,000Expenses 2024: $27,987Net Income 2024: -$23,9872024

Highlighted filing

2024

Revenue$4,000
Expenses$27,987
Net Income-$23,987

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.04$0.28$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.02$0.03$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.23$0.27$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.17$0.27$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$1.33$1.48$0.15
2019Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.51$0.40$0.12
2018Summary only. Only limited summary data is available for this year.$1.30$0.00$1.30$0.65$0.37$0.29
2017Summary only. Only limited summary data is available for this year.$1.02$0.00$1.02$1.16$0.79$0.37
2016Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.06$0.78$0.72
2015Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$1.23$2.01$0.78
2014Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$0.63$1.23$0.60
2013Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$0.76$3.31$2.55
2012Summary only. Only limited summary data is available for this year.$5.25$0.00$5.25$0.85$1.50$0.65
2011Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$1.49$2.92$1.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 18, 2025
Return Version
2023v6.0
Gross Receipts
$4,000
Mission and Program Overview

Mission

To support the greater miami jewish federation and other irc code section 501(c)(3) organizations. Philanthropy,voluntarism and grantmaking programs.

To support the greater miami jewish federation and other section 501(c)(3) organizations, philanthropy, voluntarism, and grantmaking programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$91,501$73,279▼ $18,222
Cash and Non-Interest-Bearing Accounts$31,419$31,208▼ $211
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$124,251$105,818▼ $18,433
Other Assets Total$1,331$1,331→ $0
Liabilities
Other Liabilities$210$272▲ $62
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$210$272▲ $62
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$124,041$105,546▼ $18,495
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$124,041$105,546▼ $18,495
Total Liabilities and Net Assets / Fund Balance$124,251$105,818▼ $18,433
Compensation and Service Providers

Board Members and Trustees

NameTitle
Aaron PodhurstBoard Member
Jacob SolomonBoard Member
Karen Adler GreenwaldBoard Member
Nedra OrenBoard Member
Sara AdlerBoard Member
Scott KaplanSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,000
Other Revenue
$0
Change in Net Assets
$-23,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,000
Other Expenses$2,987
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Fees for Service Investment Mgmnt Fees-$1,195-$1,195
Other Expenses$0$75$0$75
Total Functional Expenses$25,000$2,987$0$27,987
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Miami Jewish Federation IncMiami, FL501(c)(3)General Support$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Aaron PodhurstSee Part VSee Part VNo$0
Jacob SolomonSee Part VSee Part VNo$0
Nedra OrenSee Part VSee Part VNo$0
Scott KaplanSee Part VSee Part VNo$0

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payments Made by Jctf$272
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 2:

Karen adler greenwald and sara adler are all family members. They receive no compensation from the organization and comprise a minority of the board of this organization.

FORM 990, PART VI, SECTION A, LINE 6:

The organization is comprised of members.

FORM 990, PART VI, SECTION B, LINE 11B:

Form 990 is prepared by an independent accountant and reviewed by the foundation's controller before being filed.

FORM 990, PART VI, SECTION C, LINE 19:

The organization's governing documents and financial statements are available to the public and can be obtained upon request.

FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC:

Jacob solomon - 4200 biscayne blvd., miami, fl 33137 scott kaplan - 4200 biscayne blvd., miami, fl 33137

FORM 990, PART VII, COLUMN E AND SCHEDULE J, PART II, COLUMN B(III):

After serving with distinction for more than four decades with the Greater Miami Jewish Federation, Jacob Solomon retired as President and CEO on June 30, 2024. Joining Federation in 1981 as a Planning Associate, he rose to senior leadership positions, taking on the top executive role in 1992. During that time, he was a highly respected, talented, and inspiring community leader, guiding the strategic raising and distribution of hundreds of millions of dollars to support humanitarian and social services for the Jewish people in Miami, in Israel, and worldwide. Well-regarded throughout the decades for his deep knowledge of the Jewish world, Solomon maintained the support of national and international Jewish and non-Jewish leaders as he navigated Miami's response to extraordinary moments in worldwide modern Jewish history. Among these: the rescue and resettlement of nearly one million Jews from the former Soviet Union; the successful integration of Ethiopian Jews into Israeli society; the steadfast partnership with communities in Israel, including Or Akiva and Yerucham, which enabled them to flourish; emergency support for the people of Israel during multiple years of terror attacks and wars; and introducing the miracles the Jewish spiritual homeland to people of all ages through organized mega missions and solidarity trips to Israel, teen experiences, educational and college programs (such as Birthright Israel). His passion for Jewish Miami also drove efforts to expand and build three Jewish community centers throughout the county; consolidate three vital social-service agencies into Jewish Community Services of South Florida; sustain the Jewish community safety net through COVID-19 and several distressing economic downturns; and coalesce the community around caring for the victims and families of the devastating Surfside building collapse. While he was doing all this, closest to his heart was ensuring that Miami's population of Holocaust Survivors was always able to live out their years in dignity and with proper community services, and that the Holocaust Memorial Miami Beach continued to serve as a beacon for education and memory. In addition, Solomon was committed to the ideals that a community must always care for the most vulnerable among us and that they receive the support they need. In the more recent years of his tenure, Solomon focused on securing Miami's Jewish community amid rising worldwide antisemitism with the establishment of the Miami Office of Community Security and strong participation in national organizations to combat virulent Jew hatred on college campuses, at Jewish institutions, and throughout social media. A builder of relationships, consensus, and vision whose commitment to social justice has improved countless lives, Jacob Solomon has earned the enduring admiration of the Federation leadership and our entire community throughout his years of tireless dedication to the Jewish people as the chief Jewish communal professional in Miami. THE CHIEF EXECUTIVE OFFICER REPORTABLE COMPENSATION FROM A RELATED ORGANIZATION LISTED IN COLUMN E OF PART VII AND IN COLUMN B (III) OF SCHEDULE J INCLUDES A ONE-TIME PAYMENT OF PREVIOUSLY REPORTED DEFERRED COMPENSATION OF $1,681,473 WHICH WAS EARNED OVER THE PERIOD OF 6 YEARS AND ALSO INCLUDES A ONE-TIME PAYMENT OF PREVIOUSLY UNDISTRIBUTED DEFERRED COMPENSATION THAT WAS REPORTED ON PRIOR FORM 990 AND PAID CURRENTLY.

Filing and Contact Details

Filer

Filer Name
Samuel I Adler Family
EIN
65-0688643
In Care Of
% GREATER MIAMI JEWISH
Phone
3055764000
Address
4200 Biscayne Blvd, Miami, FL 33137

Signing Officer

Name
Scott Kaplan
Title
Foundation Secretary
Phone
3055764000
Signed
2025-03-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Kaplan
Formed
1996
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Bdo USA
Address
515 EAST LAS OLAS BLVD 5TH FLOOR, FORT LAUDERDALE, FL 33301
Preparer
Justyn Speier
Phone
9549897462
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GREATER MIAMI JEWISH FEDERATION INC
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IRS990ScheduleI/RecipientTable/CashGrantAmt025000
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GREATER MIAMI JEWISH FEDERATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0590624404
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04200 BISCAYNE BOULEVARD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MIAMI
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WHEN FUNDS ARE GRANTED FOR A SPECIFIC PROJECT, THERE IS USUALLY A GRANT AGREEMENT OR LETTER OF DIRECTION WHICH INCLUDES REPORTING REQUIREMENTS. FOR GENERAL SUPPORT GRANTS, THERE ARE NO REPORTING REQUIREMENTS. THE TAX STATUS AND PUBLIC CHARITY CLASSIFICATION OF ALL GRANTEES IS VERIFIED. IF ADVERSE INFORMATION ABOUT POSSIBLE MISUSE OF FUNDS BY A GRANTEE IS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I Description of Procedure for Monitoring Use of Funds
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jacob Solomon
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SCOTT KAPLAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Board Member
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JACOB SOLOMON
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1NEDRA OREN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2AARON PODHURST
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3SCOTT KAPLAN
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3SEE PART V
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3SEE PART V
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0(A) NAME OF PERSON: JACOB SOLOMON (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MR SOLOMON IS THE PRESIDENT AND C.E.O. OF THE SUPPORTED ORG., THE GMJF. (C) AMOUNT OF TRANSACTION $ NONE (D) DESCRIPTION OF TRANSACTION: MR. JACOB SOLOMON RECEIVES A SALARY FROM THE SUPPORTED ORGANIZATION, THE GREATER MIAMI JEWISH FEDERATION INC. (GMJF), WHICH IS DETERMINED BY THE COMPENSATION COMMITTEE OF ITS BOARD. THIS BOARD IS FULLY INDEPENDENT OF THE BOARD OF THE SAMUEL I. ADLER FAMILY SUPPORTING FOUNDATION, INC. SALARIES PAID BY THE GMJF TO ITS EXECUTIVES ARE COMMENSURATE WITH SIMILAR ORGANIZATION IN THE MARKET PLACE. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: NEDRA OREN (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MRS. OREN IS A BOARD MEMBER OF THE SUPPORTED ORGANIZATION, THE GMJF. (C) AMOUNT OF TRANSACTION $ NONE (D) DESCRIPTION OF TRANSACTION: MRS. NEDRA OREN IS A BOARD MEMBER TO THE SUPPORTED ORGANIZATION, THE GMJF AND RECEIVES NO COMPENSATION. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: AARON PODHURST (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MR. PODHURST IS A BOARD MEMBER OF THE SUPPORTED ORGANIZATION, THE GMJF. (C) AMOUNT OF TRANSACTION $ NONE (D) DESCRIPTION OF TRANSACTION: MR. PODHURST IS A BOARD MEMBER TO THE SUPPORTED ORGANIZATION, THE GMJF AND RECEIVES NO COMPENSATION. (E) SHARING OF ORGANIZATION REVENUES? = NO (A) NAME OF PERSON: SCOTT KAPLAN (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: MR KAPLAN IS THE FOUNDATION DIRECTOR OF THE SUPPORTED ORGANIZATION,THE GMJF (C) AMOUNT OF TRANSACTION $ NONE (D) DESCRIPTION OF TRANSACTION: MR. SCOTT KAPLAN RECEIVES A SALARY FROM THE SUPPORTED ORGANIZATION, THE GREATER MIAMI JEWISH FEDERATION INC. (GMJF), WHICH IS DETERMINED BY THE COMPENSATION COMMITTEE OF ITS BOARD. THIS BOARD IS FULLY INDEPENDENT OF THE BOARD OF THE SAMUEL I. ADLER FAMILY SUPPORTING FOUNDATION, INC. SALARIES PAID BY THE GMJF TO ITS EXECUTIVES ARE COMMENSURATE WITH SIMILAR ORGANIZATION IN THE MARKET PLACE (E) SHARING OF ORGANIZATION REVENUES? = NO
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KAREN ADLER GREENWALD AND SARA ADLER ARE ALL FAMILY MEMBERS. THEY RECEIVE NO COMPENSATION FROM THE ORGANIZATION AND COMPRISE A MINORITY OF THE BOARD OF THIS ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS COMPRISED OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE FOUNDATION'S CONTROLLER BEFORE BEING FILED.

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